Emily is a CERTIFIED FINANCIAL PLANNER™ professional who combines technical expertise with a genuine ability to connect with clients. She focuses on creating personalized strategies that help families feel confident about their financial future. Her attention to detail and proactive approach ensure that every plan is tailored to the client’s unique goals and circumstances.
Originally from the Carolinas, Emily is actively involved with the American Cancer Society, reflecting her commitment to causes that hit close to home. When she’s not working with clients, she’s meeting friends for dinner, playing golf and tennis, or getting in a game of mahjong whenever she can squeeze in a free moment. With two young boys and her husband, Trevor, keeping life lively at home, those moments are few and far between. Emily’s positive energy and sense of humor make her a trusted partner and a joy to work with.